Broker-dealer Sorrento Pacific Financial L.L.C. says it will be helping Securant Bank & Trust, Milwaukee, provide financial services to the bank’s customers.
Securant, with $245 million in assets, has 5 branches in southeastern Wisconsin.
The bank opened its wealth management group last year. Since then, it has gained over $5 million in investment assets, according to Sorrento Pacific, San Diego.
The broker dealer will offer Securant customers assistance with investments, tax planning, education, estate and retirement planning, long term care insurance, life insurance and charitable giving.